Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I hope you all do good. I am currently struggling with a solution to distribute tasks assigned to one user to all contacts within a marketinglist. In a campaign i can only distribute letters, mails or calls, but no tasks. Is there another way for tasks? My sales guys want to coordinate themselves with tasks.
Thank you for your query.
You cannot do this using Marketing Campaigns, tasks are not supported for Campaign Activities.
One way is to use a workflow.
Here is the high-level approach:
Please note, workflow will only run for the records selected on current page, if you have multile pages, you need to move to next page and re-run the workflow.
If there are too many pages, use following XRM tool box plugin to run on all at once:
Bulk Workflow Execution · XrmToolBox
Business Applications communities